We take the time to get familiar with your short- and long-term goals. That way, we can design a legal plan that protects what matters most to you.

Estate Planning & Business Planning Attorneys in west chester, Pennsylvania

If you’re like most of our clients, the idea of working with a lawyer gives you some anxiety. We completely understand this reaction but assure you that we’re just regular people with a simple mission to make your life a little easier. After all, the sooner you secure a legal plan, the sooner you can relax, knowing that the most important pieces of your life are protected. So please, call to schedule a conversation. We’d love to answer your questions and help you get some peace of mind.

Meet Your Team

A Team that's in it for the Long Haul

Our role as your counsel goes far beyond drafting any one document. We create well-rounded, all-encompassing legal plans and stay in touch to ensure your plan is keeping up with changes in your life and changes in the law.

Elder Law & Long-Term Care

Let Our Experience Guide You

My grandfather's passing was extremely hard on my family, especially when legal issues became a factor. Ever since, I've made it my life's work to prevent the same thing from happening to other families.

Jennifer Walker

We know from both personal and professional experience how hard it can be to lose a loved one. That’s why we strive to minimize the legal and financial burdens of loss as much as we can. Not only that, but we believe it’s crucial that your family is fully aware of your wishes in the event that you can no longer declare those wishes for yourself.

By taking preemptive actions now, you could be saving your loved ones a great deal of time, stress, and money in the future. And don’t worry — we’ll be there to answer their questions if they need us.

This process doesn't have to be overwhelming.

let's sit down and talk about your options.

How we help you plan with confidence

1. Listen & Educate

To start, we want to learn about your needs, goals, and concerns. In turn, we will guide you to fully understand your options.

2. Build A Plan That Fits

Next, we build your plan from scratch. Since it’s designed specifically for you, you won’t find another one out there quite like it.

3. Check in Regularly

As your life changes, your legal plan needs to be adjusted to match. That’s why, every few years, we call for a friendly check-in.

Blog

Jennifer Walker02.15.17

It is ordinarily assumed that wealthy people will leave the majority of their assets to their children. However, if a wealthy person does not have any children, then something else needs to be done with the assets.

Jennifer Walker03.06.15

A rapidly growing number of Americans are choosing to wed later. If you are one of the many individuals planning a later-in-life marriage, you should include a trip to your estate-planning attorney on the list of things to do before you say “I do.”

Past Matters

Estate Plan Complete with Child Protection

Prepared comprehensive Estate Plan for parents of young children, including Child Protection Planning to ensure that in the event of emergency, the children would be cared for according to the parents' wishes.

Charitable & Efficient Planning Strategy

Combined a Charitable Remainder Trust with an Irrevocable Life Insurance Trust to allow a married couple with children to donate to their favorite charity and provide their children with a tax-free inheritance.

Blended Family Estate Plan

Drafted a plan for a blended family to ensure each parent's assets would avoid probate and provide adequate support for the surviving spouse during his/her lifetime, while also protecting the inheritances of their respective children and grandchildren.

Medicaid Spend Down

Assisted the family of a nursing home resident with the planning and execution of a Medicaid “Spend Down” to preserve the maximum amount of family assets while qualifying the resident for Medicaid benefits within two weeks.

Modified Estate Plan

Assisted elderly couple with the review and update of their existing estate plans, bringing all documentation including Wills, Powers of Attorney and Medical Directives up-to-date in an efficient and cost-effective manner.

Special Needs Trust

Drafted a Special Needs Trust for a developmentally disabled minor to allow him to receive financial gifts or inheritances from family without losing his eligibility for governmental assistance and other financial need-based benefits.

Get your peace of mind

It’s natural to have some anxiety about building a legal plan — especially if you’ve never worked with an attorney before. But rest assured, we want to make this process as simple and stress-free for you as possible. That’s why we’ve built our practice with a focus on educating and guiding our clients rather than dictating their decisions for them.

So, if you’re looking to partner with an approachable legal team — or even if you just want to get a few questions answered — we encourage you to give us a call.

Your Partner for Life

If you decide to make us your legal team, we want you to rest easy knowing that we have your best interests at heart, now and always.

As we work together, there are three things we will strive to give you: 1) the knowledge you need to make informed decisions, 2) the confidence to put those decisions into action, and 3) the comfort of knowing you can call whenever you need us — whether it’s to ask a simple question tomorrow or make a large-scale change 20 years down the road.

Hours

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship.